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Weicheng William Feng

Transamerica Financial Advisors, LLC

Waltham, MA

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-05-13
RI RA APPROVED 2021-04-09
  • MA RA
    APPROVED
    Since 2021-05-13
  • RI RA
    APPROVED
    Since 2021-04-09

Branch Locations

75 Third Ave Suite 310, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Lexington MA 03/2016 Present
World Financial Group, Inc. Lexington MA 02/2013 Present
Retail Solutions, Inc. Providence RI 10/1997 06/2019
Rental Property Income Cranston RI 01/2009 10/2019
Rental Property 2 Providence RI 09/2010 06/2019
Iri (Information Resources, Inc.) Providence RI 01/2021 12/2024
  • 03/2016 → Present
    Transamerica Financial Advisors, Inc
    Lexington, MA
  • 02/2013 → Present
    World Financial Group, Inc.
    Lexington, MA
  • 10/1997 → 06/2019
    Retail Solutions, Inc.
    Providence, RI
  • 01/2009 → 10/2019
    Rental Property Income
    Cranston, RI
  • 09/2010 → 06/2019
    Rental Property 2
    Providence, RI
  • 01/2021 → 12/2024
    Iri (Information Resources, Inc.)
    Providence, RI
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-09
S63 Uniform Securities Agent State Law Examination 2016-05-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-09
  • S63 Uniform Securities Agent State Law Examination
    2016-05-23

View on SEC IAPD

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